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No-one will be able yo say for sure. All we know is recruitment was going well and they anticipated recruitment to finish in Q1. Given that they have said they don't expect to formally report full results until Q3, then it is perhaps reasonable to assume that they anticipated recruiting right up until the end of Q1 and those patients will still be getting followed up in Q2. Exactly how many patients will have completed the study in Q1, we will only know through an update.
I think the fact that it is an oral presentation adds weight to the fact that we will likely get a clinical update RNS to go with it. Lindy will no doubt want to disclose the most recent trial results, particularly if she has managed to maintain (or improve) on the initial ORR % in a wider group of patients. The lower that P value, the more people will sit up and take notice.
To avoid any confusion... that's the title of the Minisymposium in which she is presenting
https://www.abstractsonline.com/pp8/#!/20272/session/663
not the title of her presentation, which is "A DNA plasmid melanoma cancer vaccine, SCIB1, combined with nivolumab + ipilimumab in patients with advanced unresectable melanoma: Efficacy and safety results from the open-label Phase 2 SCOPE Trial"
Yeah a 10 minute presentation followed by 5 minute discussion. Real opportunity to push forward her thinking.
I'm certainly not insinuating that Lindy is there for any other reason than merit; and you are right that it's clear the trends are swinging back in favour of cancer vaccines / targeted stimulation of the immune system. My highlighting of Keith Flaherty was really to highlight two things - one that he has been a supporter of cancer vaccines in the past, possibly acting as a factor in the symposium being on the agenda in the first place. And two, that he may not have completely taken his eye off the SCIB1 trial. I am anticipating any future ISCIB1 registration trial to include him, and given his prestige within the field that could be a huge bonus - particularly when it comes to funding.
I agree..
and if you look at the titles of all the other abstracts, they are all either pre-clinical, phase 1, intratumor, intravenous or personalised. In a minisymposium titled "Cancer Vaccines: Ready for Primetime" the Scancell abstract is standing out as being the most clinically/commercially translatable.
Don't know if its been observed before now.. but is it a coincidence that the first time we have been invited to present trial results (as opposed to a poster session) at AACR is when Keith Flaherty (of 2015 breakfast with Lindy fame) is Chair of the Programme Committee. He was originally planned to be the lead investigator on the SCIB1 phase 2 combo trial.
Exaggerated example for effect:
A share is for sale by three market makers
MM1 prices it 10.5p to 11.5p
MM2 prices it 11p to 12p
MM3 prices it 11.2p to 11.6p
This gives us a range of 10.5p to 12p and a share price of 11.25p
MM2 offers to buy your shares for 11.4p (below their mid price of 11.5). For you this is a SELL, but as the SP paid was above the share price (11.25) it is recorded as a BUY
MM1 offers to sell you shares at 11.2p (above their mid price of 11). For you this is a BUY, but the SP paid was below the share price (11.25) it is recorded as a SELL.
The wider the spread of the share (currently 14.286% for SCLP), the more likely these types of scenarios occur.
"Ultimovacs had set a very high bar for UV1 by comparing it to the ipilimumab and nivolumab combination, currently considered the most effective treatment for this patient population. " - I'm surprised they can get away with saying that. They were not comparing UV1 with Ipi+niv combo. They were comparing UV1+Ipi+Niv versus Ipi+Niv.
"SCIB1 + CPI : Can the ORR % move into the mid 90's with the remaining patients reaching 1st Scans."
This is by no means necessary for the trial to be considered successful and is setting an unnecessary expectation among shareholders. Doublet Therapy ORR is 48-58% so anything meaningfully above this is a success. We do not need to push current ORR into the 90%s to be considered successful.
I haven't had opportunity to really read / reply since the AGM, so I don't know if this has been discussed before now (i did do a site search for the term SC134 and found nothing in the last month).
During her presentation, Lindy described that the antibody SC134, has been made into a T-Cell Redirecting Antibody - meaning it is now a product.
Part of the reason why the 680 million deal (particularly the upfronts) was "so low" was because Genmab have to do a lot of the "heavy lifting", which includes actually defining the products. Given that Genmab still haven't listed these products in their portfolio, we can only assume that this work is ongoing. This gives an idea of how much work is involved in defining these products.
The fact that Scancell have completed the product definition work for a SC134 T Cell Redirecting Antibody Product means any deal could be more valuable than the last.
It would be great to get an update ahead of the AGM to allow them to discuss the latest results. Approval on iScib1 is due any time and that would be a good end of year boost. We could also see an update on Modi1. The monotherapy cohorts should be quite advanced by now - some ovarian cancer data is already out there. But the combination trials have been running for a while now. That's where I'm hoping to see most clinical results.
The bast case scenario though would be a commercial deal. I half expect a deal on the mabs to land in an RNS each morning!
Hi Berm - the associated story was published in October 2023, Where are you getting the january 2022 date from?
https://www.ksat.com/news/local/2023/10/02/new-type-of-covid-vaccine-showing-promise-at-texas-biomed/
I must admit, it never made sense to me, why they would be going back to mouse/primate trials after being in phase 1 in SA. The logical explanation is that they didn't. But none of this reporting lines up date wise. Its certainly worth a question at the AGM.
Https://youtu.be/_craqSPllG8?si=px7-zabxmgZV3N5U
link without the 80s time stamp
Https://www.youtube.com/watch?v=_craqSPllG8&t=80s
explain this then?
Has the investor forum simply not been tagged onto the end of the AGM?
"After the AGM, Scancell's senior management team will be presenting the final results for the year ended 30 April 2023 followed by a Q&A session, and all shareholders are invited to attend in person. A copy of the presentation will also be made available on the Company's Documents & Presentations section following the presentation."
I don't recall where/when it was said by Scancell, but I seem to remember being told previously that the next milestone payment is on successful product definition. Genmab can name up to 3 products using the different modalities, so as Berm say's - lots of work to be done.
Https://www.scancell.co.uk/Data/Sites/1/media/docspres/230919-phase-2-scope-trial.pdf
Page 6 Patient 2 (yellow line on right chart) for reference.